How to refresh my Transactions?

1883 views
Less than a minute
1

Keeping your bank transactions up to date in Rentastic is essential for accurate financial tracking. Follow the simple steps below to refresh your bank transactions.

Steps to Refresh Transactions

  1. Go to the Bank Accounts section

    • In the left-side menu, click on Bank Accounts under the Administration section.
  2. Click on the dropdown next to your bank account

    • Locate the bank account you want to refresh and click on the small dropdown arrow on the right side.
    Refresh Transactions Dropdown Button
  3. Click on "Refresh Account"

    • From the dropdown menu, select "Refresh Account" to sync your latest transactions.
    Refresh Transactions Dropdown options
  4. Your transactions will update automatically

    • Once refreshed, Rentastic will sync the latest transactions from your connected bank account.

That’s it! Your transactions will now be up to date, ensuring your financial records are accurate. If you experience any issues, please contact Rentastic support for further assistance.